••Standard functionality
- logging into online banking portals;
- downloading statements in any format (TXT, PDF, XLS);
- renaming files according to any client-specified mask;
- saving statements to configurable folders in file storage;
- emailing a report on the robot's work.
••Runs manually and/or on a schedule.
Any number of organizations and settlement accounts.
Lists of organizations, bank logins/passwords, and download frequency are all stored locally on the client's work/virtual machines.
Development and deployment in 2 working days for the following banks:
- Sberbank, VTB, Alfa-Bank, Raiffeisenbank, Tochka, Modulbank, Uralsib,
- Vakif (Turkey).
Built on the Sherpa RPA and PIX Robotics platforms.
Other banks and RPA platforms are available on request.
We'll build robots to work with any bank, including foreign ones.
••Additional functionality:
- Uploading statements to 1C via the user interface;
- Processing payment information from statements and entering it into CRM;
- Interacting with databases;
- Any other integration — on request.
